What is AI Assistant?
The AI Assistant in Casefleet is a powerful chat-based feature designed to help you work more efficiently with large volumes of case documents. Whether you're reviewing pleadings, discovery materials, or correspondence, this assistant helps you uncover key information quickly and accurately, and assists with building out your case strategy.
The AI Assistant analyzes all of your case's uploaded source documents and provides responses with key excerpts and clickable citations that take you directly to the relevant information in your source documents.
Subscription Requirements
All AI-powered features in Casefleet require an AI-Enhanced subscription (usage-based billing). If you're interested in accessing this feature, please reach out to a human agent through in-app chat or email support@casefleet.com to request that the feature be enabled for your account.
Accessing the AI Assistant
You can open the AI Assistant in two ways:
Click the AI chat icon in the top-right corner of the screen, available from anywhere within Casefleet
Use the keyboard shortcut CTRL/CMD + ? to launch the assistant instantly
How Cases Work with AI Assistant
Casefleet's AI Assistant is designed to provide assistance with document review and case analysis, so each chat conversation is linked to a particular case file in your account.
Opening the chat within a case will automatically associate the chat to the current case
Launching from the dashboard or another area outside a specific case will prompt you to select a case before asking questions
This ensures that each conversation is restricted to a particular case file and access is limited to only the appropriate case data.
Starting Your First Conversation
Once the AI Assistant window is open, simply type your question into the input field. The AI Assistant will:
Search and analyze all of the case's uploaded source documents
Return a response with key excerpts from relevant documents
Provide clickable citations (when possible) that take you directly to where the information was found in the source document
What to Expect in AI Responses
When you ask a question, the AI Assistant will:
Provide relevant information based on your case documents
Include citations that link back to the original source material, wherever possible
Reference case data like facts, entities, issues, and tasks when applicable
Automatic Case Context
Once you start a new chat, the AI Assistant is automatically provided with updated statistics about your case, including the number of sources, facts, issues, and other case elements. This ensures that responses reflect the most recent state of your work.
The AI may also prompt you with questions to provide additional context about the case, such as:
What type of case you're working on
Who you represent
What your specific objectives are for the case
These details help shape the overall case strategy and improve the relevance of the AI's suggestions. Once established, this information is saved as part of the case context and will be referenced in future conversations.
Pro Tip: Tell the AI to remember key information about your case, and it will update it's case context data accordingly:
Tips for Getting Started
Ask focused, specific questions for the most accurate results
Use keywords or legal concepts that are likely to appear in your documents
Click on citations to review the source material, validate accuracy, and create case data using the information uncovered by the AI Assistant
Be specific about what you're looking for rather than asking overly broad questions
Check out this brief tutorial to learn more about getting started with Casefleet's AI Assistant:
Next Steps
Now that you understand the basics, you can learn more about:
Working with citations and navigating to source documents
Creating facts and exporting content from your conversations
Managing your chat history and working across multiple cases